Change, Opportunity, Execution! NACo FSC Vision & Mission NACo - - PowerPoint PPT Presentation

Change, Opportunity, Execution!

NACo FSC Vision & Mission

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Vision

Strengthen America’s Counties in fostering healthy, vibrant and safe communities

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Mission

NACo unites America’ 3,069 county governments. Deliver national value-added enterprise programs that offer Solutions and Savings to our Members and Partners.

FSC Leadership

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Bill Jasien David F. Thompson

• Executive Chairman
• Strategic Direction and Oversight
• Employee benefits programs
• Retirement and Healthcare
• Corporate outreach and expansion of

public-private partnerships

• President and Managing Director
• Day-to-day operations
• Execution of programs
• Performance metrics
• USC, Nationwide to next level
• Launch MBS, Debt Set-off
• One new value-added program/year

Value-added enterprise programs that offer Solutions and Savings to our counties

Synergistic Lines of Business

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Solutions

U.S.

Communities

$1.72 billion In Sales

Financial

PFA MBS Debt Set Off

Healthcare

Consultant Engaged

• 14 million

employees covered

Retirement

Nationwide $14.3 billion In Assets Infrastructure Scoping Options

• 230,000+

Bridges managed

Marketing Synergies Revenue Model Transformational Innovations

Current Initiatives Future Opportunities

Synergistic Lines of Business

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Solutions

U.S.

Communities

$1.72 billion In Sales

Financial

PFA

eConnectDirect

Healthcare

Consultant Engaged

• 14 million

employees covered

Retirement

Defined Contribution (Nationwide)

$14.3 billion In Assets Infrastructure Scoping Options

• 230,000+

Bridges managed

Marketing Synergies Revenue Model Transformational Innovations

Current Initiatives Future Opportunities

U.S. Communities

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$150+ MILLION SAVED FOR LOCAL GOVTS. IN 2014

60,000 registered units of governments and nonprofits $1.83 Billion projected in goods and services sold in 2014

NACo FOUNDED AND SPONSORED NATIONAL COOPERATIVE PURCHASING ALLIANCE

U.S. Communities Savings per County

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* based on 2013 sales, estimated savings per county

NACO PARTNERSHIP WITH 38 STATE ASSOCIATION. NATIONWIDE RETIREMENT SOLUTIONS IS ADMINISTER.

MORE THAN 345,000 COUNTY EMPLOYEES CURRENTLY ENROLLED

NACo Deferred Compensation

Longevity

1.5 million+

county employees have participated over 34 years Forward-Thinking

$14.3 billion

saved to supplement participants’ retirement National Reach

3,000+

local governments helping their employees retire

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Solutions Retirement Financial Healthcare Infrastructure

NACo 457 Program Participation

Solutions Retirement Financial Healthcare Infrastructure

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Public Finance Authority: Financing Community and Economic Development

$2 billion

financed in projects in 36 states since 2010

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Solutions Retirement Financial Healthcare Infrastructure

2014 Accomplishments: 2014 Projections:

27 transactions, $560MM issued 44 transactions, $1.0 billion issued, by year end

eConnectDirect: Real-time online investment platform

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Empowers Treasurers and Finance Directors to:

• View broad array of fixed-income

securities

• Efficiently trade
• Maximize returns

NACo FSC role:

• Educate users on this

transparent tool, in partnership with Multi-Bank Securities

Solutions Retirement Financial Healthcare Infrastructure

Synergistic Lines of Business

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Solutions

U.S.

Communities

$1.72 billion In Sales

Financial

PFA

eConnectDirect

Healthcare

Consultant Engaged

• 14 million

employees covered

Retirement

Defined Contribution (Nationwide)

$14.3 billion In Assets Infrastructure Scoping Options

• 230,000+

Bridges managed

Marketing Synergies Revenue Model Transformational Innovations

Current Initiatives Future Opportunities

Healthcare Environment

14+ million state and local employees are covered by employer’s healthcare plan $153 billion spent annually by public sector for employee healthcare Shifting accountability from the employer to the employee

OPPORTUNITY

Partnering with leading healthcare consultant to identify national business model: Complement, NOT Compete.

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Solutions Retirement Financial Healthcare Infrastructure

Healthcare Opportunities

Stop Loss Insurance Telemedicine Services Long-Term Care Insurance Personal Lines Insurance Medicare Retiree Health Benefits Pre-Medicare Retiree Health Plan Life Insurance On-Site Clinic Legal Services Wellness Plan/Health Risk Assessment

Dental/Vision Insurance Health Savings Account Disability Insurance Affinity Credit Card Medical Plan for Active Employees

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Solutions Retirement Financial Healthcare Infrastructure

Low Revenue High Revenue High Need Low Need Identify products and programs that can be offered successfully to member county employees through a nationally contracted partner

Infrastructure Opportunities

OPPORTUNITY

Exploring Bridge bundling opportunities for infrastructure cost efficiency Counties build and maintain 45% of all public roads Counties are involved in 1/3 of the nation’s transit and airport systems Counties own 230,000+ bridges

45%

HWY + +

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Solutions Retirement Financial Healthcare Infrastructure

Aligned for Success 2,283 NACo Member Counties

75% of all U.S. counties

53 state county associations FSC Value Added

Financing Analytics Technology Scale Experience

5 Lines of Solution-Oriented Business

Solutions Retirement Financial Healthcare Infrastructure

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NACo Resources

CSI Exec Mgmt Finance & Administration Legislative Affairs Public Affairs Research Financial Services

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National and Business Partners

Change, Opportunity, Execution!